Castle Capital Financial Planning

We are a Financial Planning Company. Financial Planning is the process of developing strategies to h

13/09/2024

We're incredibly proud to sponsor Monaleen LGFA's Gaelic 4 Mothers and Others! ๐Ÿ’š๐Ÿ
This amazing initiative brings women together, fostering community spirit, fitness, and fun, while supporting the growth of Gaelic football.
We're honored to stand behind such a dedicated and inspiring group of women.

Hereโ€™s to teamwork, empowerment, and supporting local sports! ๐Ÿ’ชโœจ
Monaleen Ladies Football

Photos from Castle Capital Financial Planning's post 06/09/2024

๐ŸŽฏ Want to hit your financial targets?
Setting specific savings goals is the key! ๐Ÿ—๏ธ

From saving for a trip of a lifetime to building a solid emergency fund, clear and actionable goals make all the difference.

Swipe through our tips to learn how to break down your savings, set timelines, and prioritise what matters most.
Small, specific steps today can lead to big achievements tomorrow. ๐ŸŒŸ

Ready to turn your dreams into reality?
Letโ€™s start planning! ๐Ÿ’ชโœจ
Request a call with our expert team today https://www.ccfp.ie/Contact/

Photos from Castle Capital Financial Planning's post 02/09/2024

Dreaming of financial freedom and looking for a way to take charge of your future?
A Self-Administered Pension (SAP) could be your answer!

From having full control over your investments to enjoying great tax benefits, SAPs offer a world of opportunities to tailor your pension to fit your lifestyle and goals.
Ready to find out if a SAP is right for you? Letโ€™s chat! ๐Ÿค

Request a call with our expert team today ๐Ÿ‘‡
https://www.ccfp.ie/Contact/ and start your journey towards financial freedom with Castle Capital Financial Planning!

Photos from Castle Capital Financial Planning's post 29/08/2024

Curious about Self-Administered Pensions (SAPs) but unsure where to start?
๐Ÿ™ŒLetโ€™s clear up the common myths and reveal the real benefits!

Whether itโ€™s about investment options or accessibility, weโ€™re here to provide the expert advice you need. ๐Ÿ’ช

Ready to explore your options? Start the conversation with us today for expert, trusted and personalised guidance! ๐Ÿ‘‡
https://www.ccfp.ie/Contact/

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 27/08/2024

Discover the tax advantages of Self-Administered Pensions (SAPs) and how they can work for you!
From tax-deferred contributions to tax-free growth, these benefits can help you maximise your retirement savings.
Swipe through to learn more and letโ€™s start planning your future! ๐Ÿ’ฌ

Ready to chat about your options?
Request a call from our expert team here: https://www.ccfp.ie/Contact/

20/08/2024

Did you know that diversifying your Self-Administered Pension (SAP) can help you manage risk, boost returns, and keep your investments aligned with your financial goals? ๐ŸŒŸ
Itโ€™s all about having a flexible and personalised strategy that works for you. ๐Ÿซต
Weโ€™re here to help you make the most of your SAPโ€”letโ€™s start the conversation today! ๐Ÿ’ฌ

๐Ÿ“ฒRequest a call here: https://www.ccfp.ie/Contact/

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 18/08/2024

Discover how a Self-Administered Pension (SAP) can transform your retirement planning with our easy-to-follow guide! ๐ŸŒŸ
Save this guide for future reference and contact us via our website to get expert advice tailored to your needs ๐Ÿ‘‡
https://www.ccfp.ie/Contact/

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 16/08/2024

Why stick with traditional pensions that limit your control?
With Castle Capital, you can manage your Self-Administered Pension (SAP) with a strategy that fits your unique financial needs.

Letโ€™s work together for a brighter financial future! ๐ŸŒŸ
Request a call here: https://www.ccfp.ie/Contact/

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 14/08/2024

Weโ€™re thrilled to share that Castle Capital Financial Planning has been shortlisted for an award in the Pension Broker/ Financial Advisor Of The Year category at this yearโ€™s Irish Pensions Awards! ๐Ÿฅน๐Ÿ†๐ŸŽ‰

These prestigious awards celebrate excellence in the pensions industry and are held at The Roundroom, Mansion House, Dublin.
Weโ€™re honored to be recognised and look forward to joining fellow professionals for a fantastic evening.
Thank you to all of our clients for your continued support - stay tuned for more updates! ๐ŸŒŸ

Photos from Castle Capital Financial Planning's post 12/08/2024

Unlock the freedom to shape your financial future with a Self-Administered Pension! ๐ŸŒŸ
Whether it's property ๐Ÿ˜๏ธ, stocks ๐Ÿ“ˆ, or local Irish investments โ˜˜๏ธ , a Self Administered Pension lets you choose what aligns with your interests and goals!
Enjoy personalised investment choices, diversification, and greater control for a secure retirement. ๐Ÿ‘‡

Ready to explore your options? Start a conversation with us today about how a SAP can work for you! ๐Ÿค

Head to the website www.ccfp.ie to request a call today!
๐Ÿ“ฒ https://www.ccfp.ie/Contact/

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

09/08/2024

Earn tax-free rental income with your pension by investing in property! ๐Ÿ ๐Ÿ˜๏ธ

Learn how this strategy can boost your retirement savings ๐Ÿ‘‡

Investing in property through a Self-Administered Pension allows you to generate tax-free rental income, offering significant financial benefits.
The process involves setting up a Self Administered Pension, selecting a suitable investment property, funding the purchase with your pension funds, and managing the property.

The rental income generated within the SAP is tax-free, and the property appreciates without capital gains tax.

This strategy provides tax efficiency, portfolio diversification, potential for higher returns, and a steady income stream, enhancing your retirement security.

Need personalised advice?
Our expert team is just a call away! ๐Ÿ‘‡
Head to the website www.ccfp.ie to request a call today!
๐Ÿ“ฒ https://www.ccfp.ie/Contact/

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 08/08/2024

Curious about self-administered pensions in Ireland? ๐Ÿค”๐Ÿ’ญ
โžก๏ธโžก๏ธโžก๏ธSwipe to discover how Self Administered Pensions can offer more control and flexibility for your retirement planning.

Need personalised advice?
Our expert team is just a call away! ๐Ÿ‘‡
Head to the website www.ccfp.ie to request a call today!
๐Ÿ“ฒ https://www.ccfp.ie/Contact/

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 06/08/2024

Weโ€™re looking to add outstanding talent to our growing Limerick office.

Interested or know someone who might be?

Check out the full details of career opportunities at Castle Capital Financial Planning on our website ๐Ÿ‘‡
https://www.ccfp.ie/community/careers/

Email your CV to: [email protected]

Photos from Castle Capital Financial Planning's post 02/08/2024

Ready to master the art of investing? ๐Ÿค”๐Ÿ’ผ
Balancing risk and reward is the key to smart investing, and weโ€™re here to help you get it right!

Swipe through to learn all about risk, reward, and what to consider to find the perfect balance for your investment strategy. ๐Ÿ“Š๐Ÿ’ก

Need personalised advice?
Our expert team is just a call away! ๐Ÿ‘‡
Head to the website www.ccfp.ie to request a call today!
๐Ÿ“ฒ https://www.ccfp.ie/Contact/

Photos from Castle Capital Financial Planning's post 30/07/2024

โœจ Did you know you can grow your wealth while making a positive impact on our world? ๐ŸŒ

๐Ÿ’š Impact investing lets you do just that - generate financial returns AND create real, measurable social and environmental change.

From renewable energy projects to social housing and more, there are so many ways to invest with purpose. ๐Ÿ’ก๐Ÿ 

Swipe through to learn how impact investing is shaping a better future right here in Ireland!

Want to know more? ๐Ÿ‘‡
๐Ÿ‘จโ€๐Ÿ’ป www.ccfp.ie
๐Ÿ“ง [email protected] (include IMPACT INVESTING in the subject line)
๐Ÿ“ฒ +353 (0) 61 513 059

Let's start the conversation and let's make a difference together. ๐Ÿ“ˆ๐Ÿค

Photos from Castle Capital Financial Planning's post 26/07/2024

๐Ÿ” Understanding Fixed vs. Variable Mortgage Rates in Ireland ๐Ÿ 

Are you confused about whether to choose a fixed or variable mortgage rate? ๐Ÿค”

As your trusted financial planners, we're here to help you make an informed decision so check out the images for your quick breakdown.

Discuss your personal goals and needs in relation to choosing your mortgage rate with our Head of Mortgages, John Mansworth today!
Request a call here ๐Ÿ‘‰ https://bit.ly/MortgagePlanningMeeting

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 22/07/2024

Curious about PRSAs? ๐Ÿ’ก

Here are some of the most common questions and answers in relation to PRSA's (Personal Retirement Savings Account).

From tax benefits to portability, we're here to guide you through every step of your retirement planning journey! ๐Ÿค

Start the conversation with us today ๐Ÿ‘‡
๐Ÿ’ฌ Send us a DM
๐Ÿ“ž+353 (0) 61 513 059
๐Ÿ“ง [email protected]
๐Ÿ’ป www.ccfp.ie

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 18/07/2024

Planning for retirement?
Avoid these common pitfalls to ensure a secure financial future!
Ready to fine-tune your strategy?

๐ŸคLet's chat and tailor your plan to fit your goals.

๐Ÿ’ฌ Send us a DM
๐Ÿ“ž+353 (0) 61 513 059
๐Ÿ“ง [email protected]
๐Ÿ’ป www.ccfp.ie

15/07/2024

Ready to optimise your retirement as a company director?

Discover the benefits of retirement coaching with an expert and trusted financial planner!

Contact Jonathan today by:
๐Ÿ“ฒClicking the link to book a call
๐Ÿ‘‰ https://calendly.com/jmcdonnellfinancialplanner/90min?month=2024-07
๐Ÿ’ฌSend us a PM
๐Ÿ“งEmail [email protected] with the subject line 'RETIREMENT COACHING.'

For when the best is yet to come! ๐Ÿ™Œ

Photos from Castle Capital Financial Planning's post 12/07/2024

๐Ÿ“ฃAttention Irish Company Directors!

Auto-enrolment pensions are coming.

Discover the 5 key things you need to know to stay compliant and support your employees' financial futures.
Get ahead of the curve and ensure a seamless transition by getting in touch with us here at Castle Capital Financial Planning!

Let's start the conversation ๐Ÿ‘‡
๐Ÿ’ฌ Send us a DM
๐Ÿ“ž+353 (0) 61 513 059
๐Ÿ“ง [email protected]
๐Ÿ’ป www.ccfp.ie

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 08/07/2024

Discover the key benefits of personal pension plans in Ireland! ๐ŸŒŸ๐Ÿ’ผ
From tax relief on contributions to flexible investment options, personal pensions offer a tailored approach to secure your retirement. ๐Ÿ“ˆ๐Ÿ’ฐ

Whether you're starting your retirement journey or optimising your existing plan, we're here to help you achieve your financial goals.
Let's start the conversation today!๐Ÿ’ฌ

๐Ÿ“ง [email protected] - Subject "PERSONAL PENSION"
๐Ÿ‘จโ€๐Ÿ’ป www.ccfp.ie
๐Ÿ“ž 061 513 059

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

08/07/2024

๐ŸŽฅ Jonathan McDonnell, Company Director at Castle Capital, introduces Retirement Coaching tailored for company directors in Ireland. ๐Ÿ“ˆ๐Ÿ’ผ

Are you a company owner navigating retirement planning? Discover personalised strategies to secure your financial future and maximise your retirement benefits.

Ready to take charge of your retirement journey?

Let Jonathan guide you towards a prosperous retirement! โฌ‡๏ธ
Request a call here: https://calendly.com/jmcdonnellfinancialplanner/90min?month=2024-06

Photos from Castle Capital Financial Planning's post 28/06/2024

Don't let retirement catch you by surprise! ๐Ÿšจ
It's never too early (or too late!) to start planning for your golden years. ๐Ÿ’› With the help of our expert financial planners, you can create a personalised retirement plan that ensures a comfortable future.
Swipe to discover 5 pitfalls to avoid in retirement planning and learn how our solutions can help you achieve the retirement of your dreams. ๐ŸŒ…๐Ÿ’š

Get in touch with us today and let's start the conversation on retirement planning for when the best is yet to come! ๐Ÿ‘‡

๐Ÿ“ง [email protected] - Subject "RETIREMENT"
๐Ÿ‘จโ€๐Ÿ’ป https://www.ccfp.ie/Contact/
๐Ÿ“ž 061 513 059

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 26/06/2024

Secure your employees' future with ease!๐Ÿ’ฐ๐Ÿ”
With auto enrolment, providing a pension scheme for your team has never been easier.
We understand that this requires effort to set up, but don't worry we're here to help!๐Ÿ’ช
Let's prepare for the future and ensure your employees enjoy a comfortable retirement.๐Ÿ’š๐ŸŒž

Get in touch with us today and let's start the conversation on auto enrolment for your company! ๐Ÿ‘‡

๐Ÿ“ง [email protected] - Subject "AUTO ENROLMENT"
๐Ÿ‘จโ€๐Ÿ’ป https://www.ccfp.ie/Contact/
๐Ÿ“ž 061 513 059

Castle Capital Ltd t/a Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland.

Photos from Castle Capital Financial Planning's post 20/06/2024

Are you prepared for the upcoming changes to the State Pension (Contributory) in Ireland?
As of January 2024, enjoy an increase in your personal rate and have the option to delay your pension for higher future payouts.
Long-term Carers will also receive a contribution from January 2024.
PRSI contributions for employers and employees will increase gradually from October 2024.

With our financial planning tips and advice, stay ahead and maximize your retirement payouts.
Learn more HERE: ๐Ÿ‘‰ https://bit.ly/StatePensionChangesIreland

*The information contained in this post is based on Castle Capital Financial Planning's understanding of current Revenue and Dept of Social Protection practice as at June 2024 and may change in the future.

Photos from Castle Capital Financial Planning's post 18/06/2024

Don't let retirement planning stress you out!
Our FAQs guide has got you covered with all the essential information you need to know about retirement planning.
Learn how to save, invest and plan for a worry-free retirement. ๐Ÿ‘๐Ÿป๐ŸŒ…

For more information tailored to you and your specific circumstances, book a call with one of our trusted team!

Let's start the conversation ๐Ÿ‘‡
Request a call ๐Ÿ‘‰ https://www.ccfp.ie/Contact/

13/06/2024

While this guide is a helpful starting point to get you thinking, every individual's retirement needs are unique.
๐ŸคThat's where we come in - our team of experts will work with you to create a bespoke retirement plan tailored to your specific goals and financial situation.
Don't leave your retirement to chance, contact us and secure your financial future with Castle Capital!
๐Ÿ“ฒRequest a call https://www.ccfp.ie/Contact/

Photos from Castle Capital Financial Planning's post 10/06/2024

Retirement is a time to relax and enjoy life, and proper planning can ensure you do just that. Learn these essential retirement planning tips and start building your dream retirement today.

BETTER YET! Speak to one of our expert team and build a retirement plan that you will be proud of!
Request a call now ๐Ÿ‘‡
๐Ÿ”—https://www.ccfp.ie/Contact/

Photos from Castle Capital Financial Planning's post 07/06/2024

Date night doesn't have to break the bank! ๐Ÿ˜˜๐Ÿ˜‰
By thinking creatively, you can still enjoy quality time with the ones you love without compromising on your savings goals.
Here are 5 budget-friendly date night ideas to inspire you! ๐Ÿ‘‡
Feel free to share any other budget friendly date night ideas in the comments! ๐Ÿ˜

Saving for your next big adventure? Let us help you create a budget and make it a reality! ๐Ÿ’ช
Contact us today to learn how we can help you reach your savings goals!
๐Ÿ”— https://www.ccfp.ie/Contact/

02/06/2024

Our Shining Star, Leah, received the Employee Shining Star award at the Network Ireland Business Woman of the Year Awards last month and we couldn't be prouder!
Her commitment to excellence in financial planning is evident in all that she does, and her clients are truly lucky to have her on their side.
As Leah represents Limerick at the national awards in September, we wish her the very best of luck. ๐Ÿ’ซ๐Ÿคž
Keep shining, Leah!

Want your business to be the top-listed Accountant in Limerick?
Click here to claim your Sponsored Listing.

Our Beginning

Castle Capital Financial Planning

Castle Capital Financial Planning was established to facilitate consumer lifestyle planning. A move a away from traditional advice on products to a sole focus on a consumers financial needs through life.

More than just a financial advisory service, a product provision service, we have set the company up to build customer partnerships into the future. Our advisors have been working together independently for almost 10 years.

The Management Team

Videos (show all)

๐ŸŽฅ Jonathan McDonnell, Company Director at Castle Capital, introduces Retirement Coaching tailored for company directors ...
Why wait for an emergency to happen when you can be prepared now? ๐Ÿค”๐Ÿ’ก Let Leah show you how to build an emergency fund so...
PROTECTION FOR YOUR EMPLOYEES - PART 6/6Jonathan McDonnell - Personal Financial Planner takes us through some ways that ...
โญNothing is more satisfying than receiving positive feedback from our clients. ๐ŸกHere's what one of our recent clients ha...
Your family is your greatest asset!โค๏ธFamily protection insurance provides a safety net for your loved ones in the event ...
LIFE OF ANOTHER INSURANCE - COMPANY DIRECTORS PART 5/6. Jonathan McDonnell - Personal Financial Planner takes us through...
KEY PERSON LIFE ASSURANCE PART 4/6 Jonathan McDonnell - Personal Financial Planner takes us through some ways that you c...
HOW YOUR COMPANY CAN PROVIDE YOUR INCOME PROTECTION INSURANCE - PART 3/6 Jonathan McDonnell - Personal Financial Planner...
๐ŸกMortgage Client reviewโญWe strive to ensure that every client has great experiences like this with Castle Capital! ๐Ÿ™ŒWish...
WHY USE YOUR BUSINESS TO MAKE ADDITIONAL PENSION CONTRIBUTIONS? - PART 2/6 Jonathan McDonnell - Personal Financial Plann...
NURSES, DON'T MISS OUT!THERES STILL TIME TO REGISTER ๐Ÿ™ŒWhether you are working in the public or private sector, you don't...
Jonathan McDonnell - Personal Financial Planner takes us through some ways that you can use your businesses to build up ...

Address


Unit 1B, The Mulcair Centre, Annacotty Business Park
Limerick
V94W52C

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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